Latest Institutional Transactions on Duke Energy Corp (DUK)
This table provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.67K+ 4.33% |
$525K - $579K
|
112K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 4.42% |
$11.2K - $12.4K
|
2.16K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-154- 4.29% |
$17.3K - $19.1K
|
3.44K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
575+ 4.01% |
$64.7K - $71.3K
|
14.9K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.86K- 2.17% |
$209K - $231K
|
83.8K
$9.82M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-10K- 5.64% |
$1.13M - $1.25M
|
168K
$19.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48K+ 7.61% |
$5.4M - $5.96M
|
680K
$79.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
713+ 19.26% |
$80.2K - $88.4K
|
4.42K
$517K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
2.54KNew |
$286K - $316K
|
2.54K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-78- 3.41% |
$8.77K - $9.68K
|
2.21K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.2K+ 2.18% |
$697K - $769K
|
291K
$34M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-666- 8.15% |
$74.9K - $82.6K
|
7.5K
$879K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
183+ 10.8% |
$20.6K - $22.7K
|
1.88K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-795- 2.47% |
$89.4K - $98.6K
|
31.4K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 2.78% |
$22.3K - $24.6K
|
7.32K
$858K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-389- 5.16% |
$43.7K - $48.3K
|
7.15K
$838K
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-222- 0.59% |
$25K - $27.5K
|
37.5K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.7K+ 6.28% |
$1.88M - $2.07M
|
283K
$33.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.98K+ 1.43% |
$223K - $246K
|
141K
$16.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.19% |
$450 - $496
|
2.12K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 1.06% |
$2.81K - $3.1K
|
2.32K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-184- 8.0% |
$20.7K - $22.8K
|
2.12K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
11.8K+ 6.59% |
$1.32M - $1.46M
|
190K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 5.39% |
$266K - $294K
|
41.6K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
78+ 1.96% |
$8.77K - $9.68K
|
4.06K
$475K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-5- 0.27% |
$562 - $620
|
1.82K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-50- 2.68% |
$5.62K - $6.2K
|
1.82K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
140+ 2.37% |
$15.7K - $17.4K
|
6.04K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-190- 0.49% |
$21.4K - $23.6K
|
38.2K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.75KNew |
$197K - $217K
|
1.75K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.8K+ 69.58% |
$1.32M - $1.46M
|
28.6K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
62+ 2.06% |
$6.97K - $7.69K
|
3.08K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 1.19% |
$3.15K - $3.47K
|
2.32K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 1.92% |
$18K - $19.8K
|
8.17K
$958K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.24K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-465- 9.43% |
$52.3K - $57.7K
|
4.47K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
92+ 2.96% |
$10.3K - $11.4K
|
3.2K
$374K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
469+ 4.92% |
$52.7K - $58.2K
|
10K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.39KNew |
$269K - $296K
|
2.39K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-20- 0.24% |
$2.25K - $2.48K
|
8.4K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
102+ 2.48% |
$11.5K - $12.7K
|
4.21K
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-112- 0.58% |
$12.6K - $13.9K
|
19.2K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.1K+ 23.82% |
$685K - $756K
|
31.7K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.47% |
$900 - $992
|
1.72K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$255K - $281K
|
2.27K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.05% |
$225 - $248
|
3.88K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6.43K- 18.92% |
$723K - $798K
|
27.5K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-141- 0.66% |
$15.9K - $17.5K
|
21.1K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
15+ 0.31% |
$1.69K - $1.86K
|
4.83K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.74% |
$2.59K - $2.85K
|
3.12K
$365K
|